Business Wealth Management

Independent Financial Advice

Appointing a financial advisor is an important decision within the process of assessing and managing financial risk.

  • Financial Planning for directors, shareholders, business owners
  • Key Man and shareholder protection policies
  • Investment solutions for companies
  • Retirement planning including workplace pension plans
  • Tax efficient investments for business sale proceeds
  • Group Life cover

Kerseys Wealth Management was established in 2009 by Nick Hodgetts  to provide independent financial advice for Kerseys Solicitors and their clients. Our recommendations draw from the whole of the market and we are committed to treating clients fairly.

The services of Kerseys Wealth Management Ltd are not the services of Kerseys Solicitors. However, the equity partners in Kerseys Solicitors have shareholdings in Kerseys Wealth Management Ltd. Kerseys Solicitors are authorised and regulated by the Solicitors Regulation Authority.

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren’t able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at https://www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123. 

Kerseys Wealth Management Limited

Company Number 7006087

4 Constable Court
The Street
Belstead
IP8 3LY

T: 01473 731865
F: 01473 731999
E: info@kerseys-wealth.co.uk

Kerseys Wealth Management Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.

Need some more help with a legal matter?

Call us today and see how our solicitors can help you. Call on 01473 213311